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Everything you need to know to build the Wealth Firm of the Future​

Simple yet powerful ideas that you can implement yourself

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Latest Posts

Growth

Where Does Organic Growth Really Come From

Amar Pandit , CFA , CFP

Where does organic growth really come from? This is a question every mutual fund distributor and financial professional must ask with complete honesty. Because today, more people want your t ….
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January 13, 2026 | 7 Minute Read

Nano Learning

Become a Source of…

Amar Pandit , CFA , CFP

There is a funny truth in this cartoon. A person shares their email to read a whitepaper and suddenly a firehose of content comes flying at them. Articles. Messages. Webinars. Newsletters. M ….
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January 9, 2026 | 2 Minute Read

Featured

Your 2026 Plan Must Begin With This

Amar Pandit , CFA , CFP

Imagine this. You are sitting with a client. You notice a substantial asset on his personal balance sheet. You ask about it and he says, almost casually, “I do not know the value of that. ….
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January 6, 2026 | 8 Minute Read

Nano Learning

Pay Now, Get Later

Amar Pandit , CFA , CFP

Shane Parrish wrote, “The universe does not offer financing. This is hard to accept because modern life trains us to expect the opposite. We are addicted to buy now, pay later. You live in ….
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January 2, 2026 | 2 Minute Read

Growth

The Secret

Amar Pandit , CFA , CFP

Ajay looked at me as if I had some secret formula hidden in a drawer somewhere. “How did you manage to write six books and so many posts?” he asked. “I find it difficult to even write ….
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December 30, 2025 | 7 Minute Read

About Amar Pandit

Amar is a CFA Charterholder from CFA Institute, Virginia, USA and a Certified Financial Planner. He is also an alumnus of the Wharton School of the University of Pennsylvania.

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Amar Pandit is the Founder of several companies that are making a Happy difference in the lives of people. His first one was My Financial Advisor, the happiest and best Private Wealth Management Firm that helps High Net worth Business Owners, Corporate Executives, Doctors and Celebrities to make smart and informed choices about money.
He is currently the Founder of Happyness Factory, a world-class online investment & goal-based financial planning platform through which he aims to help every Indian family save and invest wisely.
He is very passionate about spreading financial literacy and does so through his sharp and analytical columns published regularly in leading financial dailies, publications and portals. He is the author of 6 bestselling books, 8 Sketch Books and 2000 + columns for various newspapers such as Economic Times, Business Standard, Times of India, DNA, Hindustan Times, Mint, Indian Express and magazines.
He has developed a board game Financial Premier League which is a fusion of cricket and personal finance. Besides this, he has developed Corporate Workshops on Financial Literacy and has developed the first financial literacy program for children between the age group of 5 and 12.

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Amar's Philosophy

The HappyRich Advisor Blog covers the core concepts of wealth management and introduces some profound concepts that even the savviest of you will find useful. Through this blog, Amar envisions sharing his rich experience and wisdom in the simplest way with all advisors so that they can build an awesome firm and make a happy difference in the lives of their clients.

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What's Amar Reading